Modelling at a detailed, multi-dimensional level is crucial for the Branch finance team to understand their growth levers. While playing a key role in their country-wide expansion plans, the Branch finance team reached the limits of spreadsheet-based planning:
The Branch team had to prioritize finding a flexible and scalable FP&A platform that could accommodate their detailed modeling requirements and better inform insights across the business.
The Branch team has built a series of flexible multi-dimensional models that scale alongside their growth. With models driving revenue, capacity and headcount plans, the finance team is not only better informing business decisions but is also planning with more accuracy, detail and frequency than ever before. These projections are then layered with real-time scenario plans (base-case, down-side, up-side) enabling the team to make adjustments depending on region and product performance.
The ability to track customer cohorts, unit economics (LTV, CAC, campaign effectiveness) and measure profitability was critical.
The Branch finance team had to build these capabilities and so built a series of cohort models that allows them to drill down and track the state, product and acquisition channel-level detail. This unlocked the ability to inform the business on customer and product health and make agile changes as needed.
By leveraging the views feature in Causal which allows for controlled, individualized interactions with the model, the finance team created customized views for each team, allowing them to closely track KPIs. Now armed with connected data, on-demand access and an ongoing view of performance, each team feels empowered to make more informed decisions.
With connected data and a series of dynamic models, the Branch finance team is able to plan in real-time while having higher confidence in their forecast accuracy.
Causal has allowed them to reduce the time spent on process management and maximize time spent on providing insights to all levels of the business.
They have positioned themselves as extensions of each department as they provide results, insights, and accurate forecasts that are baked in reality and data. This data and insight-driven culture has permeated across the business as department heads and executives can now track performance on a daily basis.
With connected data and a series of dynamic models, the Branch finance team is able to plan in real-time while having higher confidence in their forecast accuracy.